San Diego, CA

A Strategic Thinking Partner for entrepreneurs and business owners, has the expertise to quickly get to the heart of complex issues, see solutions and help to illuminate a path to forward progress.

Thomas J. Powell is a leading financier with extensive experience in investment banking and private equity, commercial banking, mortgage banking, alternative asset management, corporate finance and governance. He has a proven track record in raising private and institutional capital, investment and credit risk analysis, risk mitigation, portfolio management, distressed debt recovery, and deal structure. Tom is passionate about free enterprise and international trade and has served as both an international guest lecturer and an instructor at Harvard University in the Office of Executive Education.

Maureen McCann joined Spartan Invest in April of 2014. As the VP of Sales and Marketing, Maureen brings with her 8 years of sales and marketing experience in the turnkey marketplace. Having served as an Investment Property coach for years, Maureen is skilled at helping clients build turnkey cash flow portfolios for her clients. Maureen has helped hundreds of investors build the type of rental portfolios necessary to reach their short-term & long-term monthly passive income goals. Investing in turn-key real estate for long term wealth generation is something Maureen understands intimately. Whether clients want to replace their current income with passive income or clients are simply looking to supplement their retirement, Maureen can help design the right portfolio with the right end goal in mind.

Possesses extensive experience in the use of prudent strategies with real estate, charitable planning, pensions, business structures, insurance and investing. Jim is also the host of “Smart Money Talk Radio” on NBC affiliate radio.

Is one of the leading estate planning and international asset protection planning attorneys in the United States. Mr. Day is a regular speaker to professional and business groups on issues affecting business owners and high net worth individuals.

With over 25 years of experience in the industry, Wealth Strategist Lorraine Conaway has helped clients nationwide find clarity and confidence in their financial futures. Together with her husband and business partner, Jim Conaway, they have raised over $22 million dollars in planned gifts for various charities.

Is an award-winning TV personality who has spent 30 years in the broadcasting industry. Much of that career was spent working with entrepreneurs and small business owners, helping them get the marketing they needed. Now he is a noted speaker and author traveling the world, helping entrepreneurs discover how to get organized, save time and grow their business while still loving the passion of doing what they do best..

An award-winning writer, an artist, a life coach and the President of Life Mastery, Inc. Based in the Pacific Northwest, Michelle coaches a diverse and international clientele ranging from housewives to doctors, from solo-preneurs to CEO’s. She loves having a front row seat as they shift their lives from sometimes lonely and somewhat unfulfilling to lives that are vibrant, abundant and full of meaningful connections.

Tracy Hazzard is an Inc. Columnist and the co-host of the top-ranked podcasts: Feed Your Brand –one of CIO’s Top 26 Entrepreneur Podcasts to listen to in 2018; Product Launch Hazards for inventors and e-Sellers; WTFFF?! 3D Print innovation featured as an exclusive live podcast at SXSW; and the blockchain venture podcast, The New Trust Economy. With a constant stream of content and products from her authority platform, reaching over 100,000 listeners and viewers each month, Tracy influences and casts branded content and $2 Billion worth of products and innovation around the world.

Bill Kelly was on the founding teams of Sapient Health Network (now WebMD) and Learning.com. In both companies, he raised substantial outside capital and generated positive returns for early investors. He has since been involved in starting ReelDx (which provides libraries of real patient video case studies for medical education) and AgriCascadia (an investment bank serving the new agricultural economy). He sits on the boards of BLIS, Inc. and Great Minds LLC. He is also active in a number of industry and non-profit projects.

Karen Tiber Leland is the founder of Sterling Marketing Group, a branding, marketing & color strategy firm where she works with clients on building stronger personal, team and business brands.She is the best-selling author of nine books, which have sold more than 400,000 copies. Her latest is The Brand Mapping Strategy: Design, Build and Accelerate Your Brand. Karen writes regularly for Inc.com, Forbes.com, Entreprenuer.com and others. Karen has been interviewed by The Today Show, CNN, Fox News, and Oprah. She has spoken for Harvard, Yale, and Tedx among others. Her clients have included Twitter, LinkedIn, Apple, American Express, and Google.

Amanda Holbrook is a passionate driving force in the world of self-directed IRAs for over 10 years now. She energetically empowers others with the tools and advantages only self-directed IRAs provide. Not only does she help families towards their financial freedom goals, but she also guides entrepreneurs to successfully scale their businesses and fulfill their visions. Immediate growth and results for her clients stem from her vast experience in the self-directed industry and investment arenas. Her journey has included Fortune 500 companies, a top performer at the largest self-directed custodian and family-owned turn-key company in the US. She continues to grow as a leading expert in her field as the Senior Vice President of Business Development at Specialized IRA Services. Committed to enthusiastically making self-direction a simple tool for everyone to diversify within their portfolios and lives. Even her 6 and 2-year-olds self-direct. Amanda is a proud mother of two, loving wife, self-directed IRA ninja, & investor in that order.

Elizabeth A. Tresp, Esq. is the managing partner of Tresp, Day & Associates, Inc., one of the nation’s leading law firms in the areas of estate planning and international asset protection. After graduating from Middlesex University in London, Elizabeth completed her Juris Doctor (JD) and Master of Laws (LLM) in Taxation at the University of San Diego School of Law, earning the highest honors in Criminal Tax Fraud and Taxation of Anti-Money Laundering. Based in Solana Beach, California, Tresp, Day & Associates, Inc. has practiced in the areas of estate planning, domestic asset protection, and international asset protection since 1992 and has been engaged not only by noted actors, athletes, and high net worth individuals, but also the small entrepreneurs who need lawsuit protection and privacy.